+478.1%
FLEX vs NVT
+193.5%
+284.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.2% | +0.2% | +1.4% |
| 7D | +7.0% | +10.4% | -3.4% | -0.4% |
| 30D | -5.8% | -1.3% | -4.5% | -4.8% |
| 3M | -24.2% | -0.6% | -23.6% | -23.3% |
| 6M | +90.8% | +53.8% | +37.0% | +45.9% |
| YTD | +89.2% | +60.2% | +29.0% | +40.8% |
| 1Y | +104.7% | +76.8% | +27.9% | +42.3% |
| 3Y | +478.1% | +191.2% | +286.8% | +169.8% |
| All | +478.1% | +193.5% | +284.6% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling